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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,506 | $55,902+103.0% | $76,030+49.3% | $80,959+40.2% |
| Participation rate | 29.0% | 62.1%-33.0pp | 69.1%-40.0pp | 67.7%-38.6pp |
| Annual return | 9.27% | 20.59%-11.3pp | 361.54%-352.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,795 | $3,051-41.1% | $4,257-57.8% | $4,300-58.3% |
| Admin fee / account holder | $8,056 | $5,239+53.8% | $6,421+25.5% | $6,925+16.3% |